Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 Fund NFO

Robust Growth in the NBFC-HFC SegmentWe believe this segment is witnessing improving metrics, with year-on-year increasing earnings growth, strong balance sheets, and declining NPAs.
Surging Credit Demand Driving ExpansionRising per capita income and easing inflation are fuelling credit demand across NBFCs. Positive employment trends are boosting housing demand in Tier I and Tier II cities, further driving credit growth for HFCs.
An Opportunity for Short-Term Debt InvestorsAs global interest rates begin to ease, India remains at near decade-high yield levels. The spread between high-quality NBFC-HFC issuers and gilt securities for 1–2-year tenures range from 135 to 150 basis point¹, presenting an attractive investment opportunity.
1-Source: Bloomberg, Data as on 23rd September 2024
Seize this opportunity with a Sector-Based Target Maturity FundA sector-based target maturity fund provides easy access to short-term debt investments in the NBFC-HFC segment. As a passive debt fund, it offers a convenient way to capitalize on this opportunity.

(source: mutualfund.adityabirlacapital.com/)

Mutual Fund	Aditya Birla Sun Life Mutual Fund
Scheme Name	Aditya Birla Sun Life Crisil-IBX AAA NBFC-HFC INDEX-Sep 2026 Fund
Objective of Scheme	The investment objective of the scheme is to generate returns corresponding to the total returns of the securities as represented by the CRISIL-IBX AAA NBFC-HFC Index – Sep 2026 before expenses, subject to tracking errors.
Scheme Type	Open Ended
Scheme Category	Other Scheme – Index Funds
New Fund Launch Date	30-Sep-2024
New Fund Earliest Closure Date
New Fund Offer Closure Date	07-Oct-2024
Indicate Load Seperately
Minimum Subscription Amount	1000